Thursday 15 February, 10am - 11:30am. Arriving at the income tax liability for a UK individual involves working through a 7-step calculation. An understanding of these steps is crucial in forming a strong foundation when planning in many areas – from pension tax relief to the tapered annual allowance, the taxation of investments, tax charges and much more.
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Build your practical knowledge of bonds with insights into how the market works and the different ways to invest. Evaluate the options available and learn how to compare different investments.
Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investor’s portfolio.
